Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Charitable Giving
  • Tax Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A., 1992 Business and Economics, University of Minnesota, Morris, MN

Interests

  • Fishing
  • Hunting
  • Golfing
  • Men's basketball league
  • Family time at the lake
  • Community participation

Community participation

Council Member at Peace Lutheran Church, Member of the Hutchinson Chamber of Commerce, Member of the Hutchinson Downtown Association, Hutchinson Community Foundation

Awards & recognition

  • Five Star Wealth Manager, 2014-2019, 2021-2022
  • Ameriprise Circle of Success, 2019, 2020, 2021
  • Ultimate Digital Excellence Award, 2021

Honored to receive recognition

I have some good news to share-I've won the 2022 Five Star Wealth Manager award! While it's my name on this award, it would not have been possible without the continued trust of our clients and without a team that's dedicated to providing the best possible service.